Corvex Management LP
NEW YORK NY · SEC CIK 0001535472
$32.74亿2026Q2 申报市值
25持仓数
77.2%前十大占比 · 第一大 15.2%
6 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VST 新建仓+$1.62亿
META 加仓+$1.56亿
WGS 加仓+$1.07亿
PLNT 新建仓+$9,879.63万
FWONK 新建仓+$3,814.16万
2026Q2 卖出最多 按季末市值估算
ILMN 减仓-$1.76亿
SWX 减仓-$9,840.14万
UNP 减仓-$4,297.60万
CSGP 清仓-$3,435.89万
FTRE 减仓-$2,880.82万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ILMN | ILLUMINA INC | $4.98亿 | 15.20% | 2,830,552 | -999,056 | -26.1% | -$1.76亿 | 减仓 |
| WGS | GENEDX HOLDINGS CORP | $3.28亿 | 10.03% | 4,784,570 | 1,556,421 | 48.2% | $1.07亿 | 加仓 |
| VSTS | VESTIS CORPORATION | $2.88亿 | 8.79% | 19,813,963 | 0 | 0.0% | — | 不变 |
| SWX | SOUTHWEST GAS HLDGS INC | $2.85亿 | 8.69% | 3,208,538 | -1,109,623 | -25.7% | -$9,840.14万 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $2.56亿 | 7.81% | 5,347,978 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $2.16亿 | 6.59% | 905,732 | 23,000 | 2.6% | $548.18万 | 加仓 |
| DIS | DISNEY WALT CO | $2.08亿 | 6.35% | 2,160,581 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $1.62亿 | 4.94% | 1,020,228 | 1,020,228 | — | $1.62亿 | 新建仓 |
| META | META PLATFORMS INC | $1.58亿 | 4.82% | 280,000 | 277,600 | 11,566.7% | $1.56亿 | 加仓 |
| PPLI | PEOPLE INC | $1.29亿 | 3.94% | 2,793,715 | -561,360 | -16.7% | -$2,591.24万 | 减仓 |
| LLYVA | LIBERTY LIVE HOLDINGS INC | $1.02亿 | 3.11% | 1,005,434 | 0 | 0.0% | — | 不变 |
| CX | CEMEX SA EURO MTN BE 144A | $9,978.33万 | 3.05% | 8,315,275 | -285,000 | -3.3% | -$342.00万 | 减仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $9,879.63万 | 3.02% | 1,893,738 | 1,893,738 | — | $9,879.63万 | 新建仓 |
| QSR | RESTAURANT BRANDS INTL INC | $9,173.81万 | 2.80% | 1,265,178 | -313,076 | -19.8% | -$2,270.11万 | 减仓 |
| UNP | UNION PAC CORP | $8,876.18万 | 2.71% | 326,330 | -158,000 | -32.6% | -$4,297.60万 | 减仓 |
| META | META PLATFORMS INC 看涨期权 | $5,632.90万 | 1.72% | 100,000 | 100,000 | — | $5,632.90万 | 新建仓 |
| FTRE | FORTREA HLDGS INC | $5,200.08万 | 1.59% | 2,988,551 | -1,655,642 | -35.6% | -$2,880.82万 | 减仓 |
| MSFT | MICROSOFT CORP | $4,911.22万 | 1.50% | 131,661 | 0 | 0.0% | — | 不变 |
| FWONK | LIBERTY MEDIA CORP DEL | $3,814.16万 | 1.16% | 400,900 | 400,900 | — | $3,814.16万 | 新建仓 |
| ONT | ONTERRIS INC | $3,577.17万 | 1.09% | 1,770,000 | 1,770,000 | — | $3,577.17万 | 新建仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $2,786.84万 | 0.85% | 318,350 | 318,350 | — | $2,786.84万 | 新建仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $341.45万 | 0.10% | 32,322 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $325.15万 | 0.10% | 16,250 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $119.87万 | 0.04% | 2,850 | 0 | 0.0% | — | 不变 |
| — | FLYEXCLUSIVE INC | $4.22万 | 0.00% | 200,827 | 0 | 0.0% | — | 不变 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -851,734 | -100.0% | -$3,435.89万 | 清仓 |
| LION | LIONSGATE STUDIOS CORP | $0 | 0.00% | 0 | -1,622,551 | -100.0% | -$1,556.03万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -14,500 | -100.0% | -$270.67万 | 清仓 |
| IWM | ISHARES TR | $0 | 0.00% | 0 | -5,000 | -100.0% | -$124.00万 | 清仓 |
| AMBP | ARDAGH METAL PACKAGING S A | $0 | 0.00% | 0 | -280,854 | -100.0% | -$113.75万 | 清仓 |
| LAB | STANDARD BIOTOOLS INC | $0 | 0.00% | 0 | -44,340 | -100.0% | -$4.08万 | 清仓 |